dagen: steve, great to speak with you. take care. connell: we brought in chief market strategist from america financial and. the question today is can this continue, david? >> i do not think it will continue at that case. you have the federal reserve doing everything in its power to make sure that this economy stays on track. that is number one. number two is inflation is well behaved. you also have corporations that have deleveraged their balance sheets. and you now have the consumer coming back as well. when you add all of this together, the improvement in the energy sector, foreign economy starting to do a little bit better, i think the stock market do well in the second term. just not as good as the first. connell: what if they mess it up again in washington? we will go into another round of negotiations, maybe we won't, on the debt ceiling. maybe we go over one of them. you have to take that into account. how does that change your odds taking capability as you look at the markets? >> you do have to take it into account. no quest